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Estate Planning

Wills, Trusts, and Estate Attorneys

Effective estate planning involves much more than having a last will and testament. Estate planning can help manage your financial affairs during your lifetime and help you control the distribution of your wealth after death through legacy planning.

An effective estate planning strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

An Effective Estate Plan Can Help You Avoid the Probate Process

Without an estate plan, your assets could end up getting tied up in the probate process. As a result, your family could be burdened with the unnecessary stress and legal fees of having to hire a probate lawyer during what will already be a difficult time.

It’s important to realize that estate planning isn’t just about preserving and distributing your assets after you’ve died. Estate planning is a crucial part of preserving and managing those assets during your retirement years as well.

Estate Planning Basics

Our franchised network of Financial Advisors have long-standing relationships with legal financial professionals in their areas, and can recommend a qualified attorney to provide legal advice and write the required documents.

Connect with an advisor in your area to find out if your retirement is on track.

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